Orion Portfolio Solutions’s Primerica PRI Stock Holding History

Orion Portfolio Solutions’s Portfolio PRI Stock Details PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.09M	Sell	3,821 -249	-6%	-$70.9K	0.01%	1039
2024 Q4	$1.1M	Sell	4,070 -73	-2%	-$20.7K	0.01%	999
2024 Q3	$1.1M	Sell	4,143 -68	-2%	-$17.2K	0.01%	1007
2024 Q2	$996K	Sell	4,211 -67	-2%	-$15.2K	0.01%	994
2024 Q1	$1.08M	Sell	4,278 -279	-6%	-$66K	0.01%	953
2023 Q4	$964K	Sell	4,557 -156	-3%	-$31.9K	0.01%	956
2023 Q3	$914K	Sell	4,713 -320	-6%	-$65.5K	0.01%	965
2023 Q2	$995K	Sell	5,033 -11	-0.2%	-$2.02K	0.01%	962
2023 Q1	$869K	Buy	+5,044	New	+$827K	0.01%	936
2020 Q3	–	Sell	-130	Closed	-$15K	–	1632
2020 Q2	$15K	Buy	130 +94	+261%	+$10K	﹤0.01%	1053
2020 Q1	$3K	Buy	36 +21	+140%	+$2.4K	﹤0.01%	1483
2019 Q4	$2K	Buy	+15	New	+$1.94K	﹤0.01%	1545

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Orion Portfolio Solutions's PRI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Primerica (PRI) stake by 6.1% in Q1 2025, selling an estimated $70.9K and leaving 3,821 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1039.

Orion Portfolio Solutions first reported a position in PRI in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

Orion Portfolio Solutions held 3,821 shares of Primerica worth $1.09M as of Q1 2025.
Orion Portfolio Solutions sold 249 Primerica shares in Q1 2025, an estimated $70.9K.
Primerica made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1039 holding.
Orion Portfolio Solutions first reported a position in Primerica in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Primerica position peaked at $1.1M in Q4 2024.
509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.